Filed September 5, 2024
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $138,273 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,936 | $153,743-63.0% | $197,124-71.1% | $103,975-45.2% |
| Participation rate | 90.9% | 91.1%-0.2pp | 86.7%+4.2pp | 72.5%+18.4pp |
| Annual return | 22.73% | 17.60%+5.1pp | 44.34%-21.6pp | 19.41%+3.3pp |
| Employer contribution / active EE | $2,717 | $5,424-49.9% | $6,227-56.4% | $3,722-27.0% |
| Participant deferral / active EE | $4,789 | $9,152-47.7% | $9,135-47.6% | $5,343-10.4% |
| Admin fee / account holder | $70 | $131-46.5% | $16,298-99.6% | $332-78.9% |